Investment Q&A

• Hudbay Minerals Inc. (HBM $19.47)
  • $19.47 P/E (TTM): 18.41X Cap: $7.77B
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Q: Hi there what’s your thoughts on the latest earnings and the big investment by Mitsubishi? Is it a BUY in a diversified portfolio?

Thanks!

Upvote 3

Read Answer Asked by Robert on August 26, 2025

• McKesson Corporation (MCK $736.52)
  • $736.52 P/E (TTM): 29.69X Cap: $91.61B
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Q: Hello everyone,

Mckesson (MCK) has recently pulled back and just upped it's dividend. I wanted your thoughts on the name and whether it's a good time to buy, in light of the challenges in the sector from Trump's health care reform focus.

Thanks again.

Peter

Upvote 2

Read Answer Asked by Peter on August 26, 2025

• VanEck Vectors Video Gaming and eSports ETF (ESPO $118.58)
  • $118.58 P/E (TTM): 52.75X Cap: $489M
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• Evolve E-Gaming Index ETF (HERO $47.58)
  • $47.58 P/E (TTM): 39.5X Cap: $20M
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Q: Please provide an opinion for this stock or your best choice for one similar.

Upvote 1

Read Answer Asked by Terry on August 26, 2025

• VanEck Vectors Gaming ETF (BJK $44.94)
  • $44.94 P/E (TTM): 24.11X Cap: $27M
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• Genius Sports Limited (GENI $12.75)
  • $12.75 Cap: $3.05B
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• Roundhill Sports Betting & iGaming ETF (BETZ $24.31)
  • $24.31 P/E (TTM): 58.73X Cap: $82M
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• Flutter Entertainment Plc (FLUT $279.02)
  • $279.02 Cap: $50.23B
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Q: What 2 Sports gaming companies and 2 ETF's do you recommend?

Upvote 3

Read Answer Asked by Terry on August 26, 2025

• Circle Internet Group Inc. Class A (CRCL $124.66)
  • $124.66 Cap: $28.60B
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Q: Hi 5i Team - Do you think Circle could become one of the main players in the Stable Coin space. Also are there others that look promising.
Thanks.

Upvote 1

Read Answer Asked by Rob on August 26, 2025

• Descartes Systems Group Inc. (The) (DSG $134.18)
  • $134.18 P/E (TTM): 59.55X Cap: $11.53B
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• Kinaxis Inc. (KXS $178.63)
  • $178.63 P/E (TTM): 150.66X Cap: $5.04B
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Q: Hi, similar to a previous question, I've held DSG for awhile at about 4% of my portfolio and have come out a bit ahead. Would YOU think it might be a good time to sell half and begin a position into KXS? Or continue to hold DSG and initiate a position into KXS more slowly?
As a new 'customer,' I'm really appreciating all your advice! Thank you!

Upvote 6

Read Answer Asked by GeeMac on August 26, 2025

• Miscellaneous (MISC)
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Q: Will AI make software applications obsolete in the near future?

Upvote 7

Read Answer Asked by Allen on August 26, 2025

Q: Hi gang

I have held this baby for years, I have a boat load of shares, sold some at $.33. I sorta gave up on this one, my cost is $.06. It has gone up a lot, what do you think ,about this one, I know that they need to raise over a billion dollars to get into production. I like the management, that is a reason I bought it a long time ago I have it in a cash account, so maybe I will sell some, looking at a big tax hit, not that I should bitch about that, better to make money than loose it.......


Thanks
Auftar

Upvote 3

Read Answer Asked by auftar on August 26, 2025

• NEOS Nasdaq 100 High Income ETF (QQQI $53.74)
  • $53.74 P/E (TTM): 32.53X Cap: $4.77B
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• NEOS S&P 500 High Income ETF (SPYI $51.88)
  • $51.88 P/E (TTM): 26.36X Cap: $5.31B
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• Simplify High Yield ETF (CDX $22.78)
  • $22.78 P/E (TTM): 1.82X Cap: $227M
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Q: I have a question about 111528 For our RIF/LIF accounts I am moving into more income ETFs and now hold CDX, SPYI, and QQQI. Could you give your assessment of each for income over long term. Are there better alternatives?
Thanks for all you do.

Upvote 4

Read Answer Asked by Gary on August 26, 2025

• Trez Capital Mortgage Investment Corporation Class A Shares (TZZ $0.16)
  • $0.16 P/E (TTM): 0.8X Cap: $1M
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Q: Trez Capital has suspended redemptions of it's funds. Do you have any insights as to why. Have they done this before. Is it a sign of anything to be worried about. (FYI) I almost invested in one of the funds but did not because of the many conditions attached. Are the funds a worthwhile investment?
Thanks

Upvote 2

Read Answer Asked by Reg on August 26, 2025

• Harvest Diversified High Income Shares ETF (HHIS $13.20)
  • $13.20 P/E (TTM): 45.27X Cap: $911M
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• Harvest Canadian High Income Shares ETF (HHIC $13.17)
  • $13.17 P/E (TTM): 19.61X Cap: $67M
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Q: How would you rank (HHIS, HHIC) on a scale of 1-10 for total return. Which account type would each be best suited for. Also what are the downside risk for each.

Thank you

Upvote 2

Read Answer Asked by Van on August 26, 2025

• Harvest Canadian High Income Shares ETF (HHIC $13.17)
  • $13.17 P/E (TTM): 19.61X Cap: $67M
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Q: What are your thoughts on HHIC ETF for income and dividend growth.

Upvote 2

Read Answer Asked by Ric on August 26, 2025

Q: Can you recommend a website that provides information with respect to the percentage of ROC (Return of Capital) paid to investors for specific companies like REITs ?
Thank you

Upvote 1

Read Answer Asked by Terry on August 26, 2025

• Constellation Software Inc. (CSU $3,891.40)
  • $3,891.40 P/E (TTM): 98.78X Cap: $82.46B
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Q: I've owned and held CSU since subscribing with you years ago. I've considered buying this equity for my daughter's fund, growth oriented, and with the recent pullback think this may be an appropriate time. Or... are it's 'sister' companies even better considerations? What say you?

Upvote 10

Read Answer Asked by Claus on August 26, 2025

• AbbVie Inc. (ABBV $218.54)
  • $218.54 P/E (TTM): 106.51X Cap: $386.06B
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Q: Hi there,

ABBV has been on a decent run since July. I assume their mostly positive quarterly report indicating lots of activity in their drug pipeline is one reason plus healthcare seems to be showing a bit of life.

How do you see it’s valuation is it an ADD/BUY in a diversified portfolio for growth and income?

Upvote 3

Read Answer Asked by Robert on August 26, 2025

• Cenovus Energy Inc. (CVE $24.65)
  • $24.65 P/E (TTM): 16.88X Cap: $44.92B
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Q: Thoughts on buying CVE today please. Already hold a full position in SU, and if I buy CVE it would likely be a shorter term hold. Thank You.
Tim

Upvote 4

Read Answer Asked by Tim on August 26, 2025

• TerraVest Industries Inc. (TVK $137.69)
  • $137.69 Cap: $3B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $122.28)
  • $122.28 P/E (TTM): 18.29X Cap: $1.45B
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Q: If only one has to be owned in TFSA would you endorse a switch from HPS.A to TVK?
Thanks.

Upvote 12

Read Answer Asked by Rajiv on August 26, 2025

• Alphabet Inc. (GOOG $246.57)
  • $246.57 P/E (TTM): 26.9X Cap: $2.98T
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• Kraken Robotics Inc. (PNG $4.52)
  • $4.52 P/E (TTM): 73.33X Cap: $1.38B
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• Nebius Group N.V. (NBIS $107.94)
  • $107.94 Cap: $26.96B
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Q: Inspired by your best stock ideas service, what would be your top 3 suggestions for “growthy” ETFs (any market) for my TFSA that I could research?

Upvote 14

Read Answer Asked by William Ross on August 26, 2025

• iShares Core Canadian Universe Bond Index ETF (XBB $28.38)
  • $28.38 Cap: $8.40B
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• iShares Core Canadian Long Term Bond Index ETF (XLB $18.87)
  • $18.87 Cap: $868M
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• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.77)
  • $16.77 Cap: $870M
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• PIMCO Active Bond ETF (BOND $93.17)
  • $93.17 P/E (TTM): 12.77X Cap: $5.90B
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Q: Good morning - With the market rising so nicely, it's timely for me to do some re-balancing. For fixed income, I have positions I xlb, xbb and XHY. What fixed income investments do you suggest these days. I could add to the above and/or to corporate bonds, if that makes sense. But, I am nervous about the prospects for Canadian companies as the Trump tariffs take their toll. What does your crystal ball reveal? Many thanks.

Upvote 4

Read Answer Asked by alex on August 26, 2025

Q: What is your opinion on the Hamilton day max ETFS. SDAY / CDAY. Pretty new for much data or performance history.
Who / when would an investor benefit from these compared to regular enhanced yield ETFs?

Upvote 1

Read Answer Asked by Kyle on August 26, 2025